Jim Rogers best bets and other must-reads

Here’s what I was reading and thinking about when I wasn’t training my employees this morning.

All I Want For Christmas Is Bull!- Robert Marcin with some very typically very blunt market and economic analysis for readers. Gotta love nuggets like: “However, risk-on cyclicals in MITE should work the best if it happens. Materials, Industrials, Technology, and Energy make up MITE. They will rock more than defensive or income oriented names in a merry mini-melt-up. But should this rally…” Read the article and check out his new Markets Diary where you can ask him anything you want.

ECB Adds More Liquidity – When will it be enough? Will it ever be enough? Will the banks who keep receiving all these new welfare programs one day finally throw up their hands and say, “We’re liquid and we don’t need any new welfare/subsidies/programs provided by the US taxpayer!” That’ll happen, right? Maybe we should just stop all this nonsense and enforce the laws? Just sayin.

Jim Rogers Top Bets for 2011 - And finally, a look back at Jim Roger’s picks from last year. I had him on my show a couple years ago doing a segment with me and Rebecca that I called “The Commodity Price Is Right”. He was all over SLV and GLD among others back then. Wish I could find that on YouTube — he’d been right about just about everything and his specific commodity-inflation buys and sells back then.

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About The Cody Word

Cody Willard writes the Revolution Investing investment newsletter for MarketWatch and posts the trades from his personal account at TradingWithCody.com He is the founder of WallStreetAll-Stars.com and the principal of CL Willard Capital. Cody serves as an adjunct professor at Seton Hall University and is on the University of New Mexico Alumni Board. He was an anchor on the Fox Business Network, where he was the co-host of the long-time #1-rated show on the network, Fox Business Happy Hour. Cody, a former hedge fund manager, and his stock picks and economic outlooks have been featured on NBC’s The Tonight Show with Jay Leno, ABC’s 20/20, CBS Evening News, CNBC’s SquawkBox, Jon Stewart’s The Daily Show, as well as in the Financial Times, Wall Street Journal, New York Times, and many other outlets.